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icono de DFSD

Dimensional Short-Duration Fixed Income ETF
DFSD

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
AssetMark Inc
1
AssetMark Inc
California
USD 55.3 M -USD 1.21 M -26,052 -2%
Burney Company
2
Burney Company
Virginia
USD 25.6 M +USD 25.5 M +549,451 Nuevas
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
USD 24.8 M +USD 8.72 M +187,779 +55%
TFA
4
Triad Financial Advisors
North Carolina
USD 23.4 M +USD 802 k +17,266 +4%
Silicon Hills Wealth Management
5
Silicon Hills Wealth Management
Texas
USD 22.8 M +USD 20.6 M +444,284 +1,017%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
USD 22.5 M +USD 1.87 M +40,171 +9%
Great Waters Wealth Management
7
Great Waters Wealth Management
Minnesota
USD 20.4 M +USD 5.17 M +111,237 +34%
RFG Advisory
8
RFG Advisory
Alabama
USD 18.1 M +USD 1.4 M +30,098 +8%
Park Avenue Securities
9
Park Avenue Securities
New York
USD 16.7 M -USD 168 k -3,625 -1%
Cetera Advisors
10
Cetera Advisors
Colorado
USD 16.3 M +USD 550 k +11,843 +4%
Chicago Partners Investment Group
11
Chicago Partners Investment Group
Illinois
USD 15.9 M -USD 8.78 M -189,017 -36%
Mattern Wealth Management
12
Mattern Wealth Management
Kansas
USD 15.7 M +USD 14.8 M +318,068 +1,752%
SJS Investment Consulting
13
SJS Investment Consulting
Ohio
USD 15 M +USD 1.67 M +35,930 +13%
RCS Financial Planning
14
RCS Financial Planning
Maryland
USD 14.3 M +USD 856 k +18,425 +6%
Phillips Financial Management
15
Phillips Financial Management
Indiana
USD 14.1 M +USD 387 k +8,327 +3%
RAM Investment Partners
16
RAM Investment Partners
Washington
USD 12.4 M +USD 2.16 M +46,555 +21%
Rather & Kittrell
17
Rather & Kittrell
Tennessee
USD 12.3 M +USD 3.33 M +71,624 +37%
Savant Capital
18
Savant Capital
Illinois
USD 11.7 M +USD 5 M +107,588 +75%
Vestmark Advisory Solutions
19
Vestmark Advisory Solutions
Massachusetts
USD 11.4 M +USD 11.3 M +243,702 Nuevas
LFGO
20
Legacy Financial Group (Oklahoma)
Oklahoma
USD 10.7 M +USD 4.31 M +92,800 +68%
Rockwood Wealth Management
21
Rockwood Wealth Management
Pennsylvania
USD 10.1 M +USD 1.89 M +40,584 +23%
Allworth Financial
22
Allworth Financial
California
USD 8.54 M -USD 3.1 M -66,763 -27%
AFS
23
Annapolis Financial Services
Maryland
USD 8.48 M +USD 94.7 k +2,038 +1%
Onyx Financial Advisors
24
Onyx Financial Advisors
Idaho
USD 8.14 M +USD 1.04 M +22,432 +15%
Tanager Wealth Management
25
Tanager Wealth Management
United Kingdom
USD 7.92 M -USD 2.16 M -46,524 -22%
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